LifePlan Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

LifePlan Investment Advisors’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$730K	Sell	6,025 -499	-8%	-$63.8K	0.29%	78
2025 Q4	$840K	Buy	6,524 +440	+7%	+$56.2K	0.34%	67
2025 Q3	$766K	Sell	6,084 -176	-3%	-$21.3K	0.32%	67
2025 Q2	$727K	Sell	6,260 -159	-2%	-$16.9K	0.36%	61
2025 Q1	$657K	Buy	6,419 +1,037	+19%	+$113K	0.38%	62
2024 Q4	$593K	Buy	5,382 +1,253	+30%	+$140K	0.37%	56
2024 Q3	$449K	Sell	4,129 -459	-10%	-$48.1K	0.29%	60
2024 Q2	$476K	Sell	4,588 -177	-4%	-$17.7K	0.34%	55
2024 Q1	$480K	Buy	4,765 +7	+0.1%	+$670	0.38%	51
2023 Q4	$433K	Buy	4,758 +998	+27%	+$84.7K	0.4%	46
2023 Q3	$306K	Sell	3,760 -464	-11%	-$39.3K	0.33%	51
2023 Q2	$356K	Buy	+4,224	New	+$336K	0.4%	40

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LifePlan Investment Advisors's DSI Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 7.6% in Q1 2026, selling an estimated $63.8K and leaving 6,025 shares worth $730K. The position accounts for 0.29% of the portfolio, ranked #78.

LifePlan Investment Advisors first reported a position in DSI in Q2 2023 and has held it in 12 quarters since. The position peaked at $840K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

LifePlan Investment Advisors held 6,025 shares of iShares MSCI KLD 400 Social ETF worth $730K as of Q1 2026.
LifePlan Investment Advisors sold 499 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $63.8K.
iShares MSCI KLD 400 Social ETF made up 0.29% of LifePlan Investment Advisors's portfolio in Q1 2026, its #78 holding.
LifePlan Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's iShares MSCI KLD 400 Social ETF position peaked at $840K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.